USA Rare Earth, Inc.

USAR

交易所: Nasdaq
產業: Metal Mining
SEC CIK: 0001970622

SEC 申報列表（在新分頁開啟）

近 90 天，USA Rare Earth, Inc. 內部人申報 0 筆公開市場買進、1 筆賣出；2026 年第 2 季末有 396 家機構在 13F 申報持有，市值合計 $29.6 億；大師中只有索羅斯基金管理持有。

2026 年第 2 季與 2026 年第 1 季比較

持有 USA Rare Earth, Inc. 的機構從 2026 年第 1 季到 2026 年第 2 季的變化。

2026 年第 2 季全部持有人 2026 年第 1 季全部持有人

USAR 的 13F 持有人：2026 年第 1 季與 2026 年第 2 季比較
項目	2026 年第 1 季	其中尚未申報 2026 年第 2 季	2026 年第 2 季	變化
持有家數	318	3	396	+81
股數	1.28 億	4.32 萬	1.38 億	+1,041 萬 (+8.2%)
市值	$19.4 億	$65.3 萬	$29.6 億	+$10.2 億 (+52.6%)

3 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（125 家）

2026 年第 2 季季末持有 USA Rare Earth, Inc.、2026 年第 1 季季末沒有持有的機構。

依市值列出前 100 家，共 125 家。

2026 年第 2 季新進 USAR 的機構
機構	股數	市值	佔組合 %
Artisan Partners Limited Partnership	953,723	$2,058 萬	0.03%
Nomura Asset Management Co Ltd	616,767	$1,331 萬	0.03%
T. Rowe Price Investment Management, Inc.	518,388	$1,119 萬	0.01%
Rokos Capital Management LLP	345,985	$746.5 萬	0.09%
American Century Companies Inc	326,397	$704.4 萬	0.00%
Sound Capital Solutions LLC	250,000	$539.5 萬	1.26%
Alps Advisors Inc	233,067	$503.0 萬	0.02%
Sender Co & Partners, Inc.	216,120	$466.4 萬	1.97%
IMC-Chicago, LLC	184,431	$398.0 萬	0.04%
Jupiter Topco LLC	162,134	$349.8 萬	0.00%
ArrowMark Colorado Holdings LLC	157,634	$340.2 萬	0.14%
Man Group plc	118,737	$256.2 萬	0.00%
Credit Agricole S A	102,000	$220.1 萬	0.01%
Acasta Partners UK LLP	97,900	$211.3 萬	1.12%
Main Management ETF Advisors, LLC	86,178	$186.0 萬	0.06%
Virtu Financial LLC	80,814	$174.4 萬	0.05%
Colony Group, LLC	76,189	$164.4 萬	0.00%
Handelsbanken Fonder AB	74,700	$161.2 萬	0.00%
Lisanti Capital Growth, LLC	71,750	$154.8 萬	0.34%
State of Wisconsin Investment Board	68,151	$147.1 萬	0.00%
Axxcess Wealth Management, LLC	60,176	$129.9 萬	0.02%
Arete Wealth Advisors, LLC	60,100	$129.7 萬	0.09%
D.A. Davidson & Co.	57,925	$125.0 萬	0.01%
State of New Jersey Common Pension Fund D	57,088	$123.2 萬	0.00%
KMT Wealth Management, LLC	55,365	$119.5 萬	1.01%
Hudson Bay Capital Management LP	50,847	$109.7 萬	0.01%
Oak Ridge Investments LLC	50,627	$109.3 萬	0.06%
Franklin Resources Inc	50,548	$109.1 萬	0.00%
Foundations Investment Advisors, LLC	47,811	$103.2 萬	0.01%
Caption Management, LLC	47,000	$101.4 萬	0.04%
Benjamin Edwards Inc	43,971	$94.9 萬	0.01%
Legato Capital Management LLC	36,375	$78.5 萬	0.07%
Independent Advisor Alliance	35,905	$77.5 萬	0.02%
Centiva Capital, LP	35,739	$77.1 萬	0.03%
Universal- Beteiligungs- und Servicegesellschaft mbH	33,901	$73.2 萬	0.00%
Sprott Inc.	32,751	$70.7 萬	0.02%
Oppenheimer & Co Inc	32,327	$69.8 萬	0.01%
Walser Wealth Management Company, A Ltd Liability Co	29,461	$63.6 萬	0.26%
Optiver Holding B.V.	27,599	$59.6 萬	0.01%
KDT Advisors, LLC	26,910	$58.1 萬	0.80%
GK Wealth Management LLC	24,601	$53.1 萬	0.32%
Victory Capital Management Inc	23,296	$50.3 萬	0.00%
Connor, Clark & Lunn Investment Management Ltd.	22,412	$48.4 萬	0.00%
Global Retirement Partners, LLC	21,952	$47.4 萬	0.01%
Standard Life Aberdeen plc	20,363	$43.9 萬	0.00%
Public Employees Retirement Association of Colorado	20,082	$43.3 萬	0.00%
Twin Tree Management, LP	20,025	$43.2 萬	0.07%
CIBC Bancorp USA Inc.	19,661	$42.4 萬	0.00%
SLT Holdings LLC	18,350	$39.6 萬	0.25%
Brown Advisory Inc	18,270	$39.4 萬	0.00%
Verity Asset Management, Inc.	18,076	$39.0 萬	0.15%
Bulltick Wealth Management, LLC	16,573	$35.8 萬	0.07%
ABN AMRO Bank N.V.	15,750	$33.9 萬	0.00%
Perpetual Ltd	15,075	$32.5 萬	0.00%
Cornerstone Wealth Group, LLC	15,045	$32.5 萬	0.02%
Mariner Investment Group LLC	15,000	$32.4 萬	0.08%
Corecam Pte. Ltd.	14,737	$31.8 萬	0.12%
Truist Financial Corp	14,597	$31.5 萬	0.00%
Qsemble Capital Management, LP	13,945	$30.1 萬	0.04%
Vontobel Holding Ltd.	13,449	$29.0 萬	0.00%
Brasada Capital Management, LP	12,951	$27.9 萬	0.05%
Blueshift Asset Management, LLC	12,704	$27.4 萬	0.06%
Quantum Private Wealth, LLC	12,600	$27.2 萬	0.07%
Algert Global LLC	12,250	$26.4 萬	0.00%
Counterpoint Mutual Funds LLC	12,114	$26.1 萬	0.03%
Johnson Investment Counsel Inc	11,438	$24.7 萬	0.00%
Neuberger Berman Group LLC	11,069	$23.9 萬	0.00%
Brookstone Capital Management	10,984	$23.7 萬	0.00%
Y-Intercept (Hong Kong) Ltd	10,941	$23.6 萬	0.00%
Wealthfront Advisers LLC	10,897	$23.5 萬	0.00%
Aptus Capital Advisors, LLC	10,483	$22.6 萬	0.00%
R Squared Ltd	10,439	$22.5 萬	0.12%
Avaii Wealth Management, LLC	10,284	$22.2 萬	0.07%
JustInvest LLC	10,163	$21.9 萬	0.00%
Ardsley Advisory Partners LP	10,000	$21.6 萬	0.02%
Synergy Financial Management, LLC	9,803	$21.2 萬	0.02%
Phoenix Holdings Ltd.	9,429	$20.3 萬	0.00%
Redhawk Wealth Advisors, Inc.	9,276	$20.0 萬	0.02%
Golden State Wealth Management, LLC	7,000	$15.1 萬	0.01%
Mitsubishi UFJ Trust & Banking Corp	6,086	$13.1 萬	0.00%
Planning Strategies Inc.	5,400	$11.7 萬	0.07%
Nykredit A/S	5,325	$11.5 萬	0.00%
Continuum Advisory, LLC	2,299	$4.96 萬	0.00%
MCF Advisors LLC	2,010	$4.34 萬	0.00%
Kemnay Advisory Services Inc.	1,548	$3.34 萬	0.00%
Federated Hermes, Inc.	1,513	$3.27 萬	0.00%
Purpose Unlimited Inc.	1,410	$3.05 萬	0.00%
Parallel Advisors, LLC	1,237	$2.67 萬	0.00%
Rakuten Securities, Inc.	1,112	$2.40 萬	0.01%
Grove Bank & Trust	1,000	$2.16 萬	0.00%
LifeSteps Financial, Inc.	1,000	$2.16 萬	0.01%
BankPlus Trust Department	989	$2.13 萬	0.00%
Capital Analysts, LLC	759	$1.60 萬	0.00%
Ulland Investment Advisors, LLC	537	$1.20 萬	0.01%
Highland Investment Advisors LLC	550	$1.19 萬	0.01%
Vision Financial Markets LLC	500	$9,990	0.01%
TD Waterhouse Canada Inc.	400	$7,996	0.00%
Key Capital Management, INC	357	$7,704	0.00%
Silver Grove Financial Group, Inc.	339	$7,316	0.00%
Nemes Rush Group LLC	300	$6,474	0.00%

清倉機構（44 家）

2026 年第 1 季季末持有 USA Rare Earth, Inc.、2026 年第 2 季有申報但已經沒有持有的機構。

2026 年第 2 季清倉 USAR 的機構
機構	2026 年第 1 季股數	2026 年第 1 季市值
Inflection Point Holdings II LLC	3,125,000	$4,731 萬
Newtyn Management, LLC	2,339,613	$3,541 萬
Adage Capital Partners GP, L.L.C.	1,160,000	$1,756 萬
Encompass Capital Advisors LLC	465,000	$622.4 萬
Seven Grand Managers, LLC	262,500	$397.3 萬
Toronto Dominion Bank	250,649	$379.4 萬
Point72 Asset Management, L.P.	220,706	$334.0 萬
XTX Topco Ltd	89,648	$135.7 萬
Tudor Investment Corp Et Al	84,550	$128.0 萬
Arosa Capital Management LP	65,000	$98.4 萬
Polymer Capital Management (US) LLC	55,078	$83.4 萬
Stonehage Fleming Financial Services Holdings Ltd	49,120	$74.3 萬
HSBC Holdings PLC	48,798	$73.4 萬
Walleye Trading LLC	46,519	$70.4 萬
PEAK6 LLC	42,191	$63.9 萬
LJI Wealth Management, LLC	39,844	$60.3 萬
Alpine Global Management, LLC	35,000	$53.0 萬
SummitTX Capital, L.P.	31,917	$48.3 萬
Axq Capital, LP	24,962	$37.8 萬
Prelude Capital Management, LLC	17,265	$26.1 萬
Independent Financial Group, LLC	16,134	$24.4 萬
Diversify Wealth Management, LLC	10,548	$23.2 萬
Second Line Capital, LLC	8,924	$23.2 萬
Two Sigma Securities, LLC	15,262	$23.1 萬
PCM Encore, LLC	13,754	$20.8 萬
Brinker Capital Investments, LLC	13,619	$20.6 萬
Graham Capital Management, L.P.	11,704	$17.7 萬
Winton Group Ltd	11,507	$17.4 萬
Steel Peak Wealth Management LLC	11,150	$16.9 萬
Armistice Capital, LLC	10,322	$15.6 萬
Walleye Capital LLC	7,359	$11.1 萬
State of Wyoming	2,509	$3.80 萬
Golden State Equity Partners	1,815	$2.75 萬
Innovative Asset Advisors Group, LLC	1,550	$2.35 萬
Jefferies Financial Group Inc.	1,500	$2.27 萬
Fourth Dimension Wealth, LLC	950	$1.44 萬
MMCAP International Inc. SPC	687	$1.04 萬
Clear Investment Research, LLC	338	$5,116
Quest 10 Wealth Builders, Inc.	135	$2,043
Quadrant Capital Group LLC	127	$1,923
Scarborough Advisors, LLC	100	$1,514
Adirondack Trust Co	50	$756
Root Financial Partners, LLC	11	$166
Sunrise Financial Services, LLC	4	$61

尚未申報 2026 年第 2 季的機構（3 家）

2026 年第 1 季季末持有 USA Rare Earth, Inc.、還沒有申報 2026 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2026 年第 1 季持有 USAR、尚未申報 2026 年第 2 季的機構
機構	2026 年第 1 季股數	2026 年第 1 季市值
Janus Henderson Group PLC	34,456	$52.1 萬
CWM, LLC	7,434	$11.3 萬
Sunbelt Securities, Inc.	1,266	$1.92 萬